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Bank of America Series L
BAC.PRL

Overview Fund Activity

259 hedge funds and large institutions have $2.04B invested in Bank of America Series L in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 87 reducing their positions, and 15 closing their positions.

Holders
259
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
22
Increased
56
Reduced
87
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Camden Asset Management
California
$145M
2
CL
2
CSS LLC
Illinois
$22.9M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$14.8M
4
ACM
4
Advisors Capital Management
New Jersey
$27M
5
Universal-Beteiligungs- und Servicegesellschaft
5
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.71M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$81.2M
2
Mirae Asset Global ETFs Holdings
2
Mirae Asset Global ETFs Holdings
Hong Kong
$35M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$29.1M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$21.5M
5
MSL
5
Mackay Shields LLC
New York
$22.1M
Name Market Value Shares Shares
Change 		Shares
Change %
WS
151
Wedbush Securities
California
$495K 408 +13 +3%
CAC
152
Certified Advisory Corp
Florida
$485K 400 -44 -10%
CPIG
153
Chicago Partners Investment Group
Illinois
$482K 395 -41 -9%
IWC
154
Integrated Wealth Concepts
Massachusetts
$473K 390 – –
OC
155
Oppenheimer & Co
New York
$467K 385 -3,841 -91%
USCWA
156
U.S. Capital Wealth Advisors
Texas
$467K 385 – –
CF
157
Centaurus Financial
California
$439K 362 +88 +32%
SWA
158
Sax Wealth Advisors
New Jersey
$437K 360 – –
IRM
159
Income Research & Management
Massachusetts
$431K 355 +355 New
TWM
160
TCFG Wealth Management
California
$431K 355 -105 -23%
OA
161
Oxbow Advisors
Texas
$411K 339 -28 -8%
SCM
162
SCS Capital Management
Massachusetts
$394K 325 – –
GGS
163
Galvin Gaustad & Stein
Arizona
$391K 322 -5 -2%
IC
164
IEQ Capital
California
$383K 316 – –
KFS
165
Kaizen Financial Strategies
California
$377K 311 +25 +9%
CWM
166
Calamos Wealth Management
Illinois
$372K 307 -72 -19%
Creative Planning
167
Creative Planning
Kansas
$365K 301 +120 +66%
ICM
168
Islay Capital Management
Texas
$364K 300 – –
WW
169
Westshore Wealth
California
$364K 300 – –
GCIA
170
Gabelli & Co Investment Advisers
New York
$364K 300 +25 +9%
WAM
171
Warberg Asset Management
Illinois
$364K 300 +300 New
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$363K 299 – –
PI
173
PFG Investments
New York
$355K 293 – –
RIL
174
Rothschild Investment LLC
Illinois
$338K 279 – –
GWMR
175
GC Wealth Management RIA
Massachusetts
$330K 272 +272 New
5 6
7
8 9